The word resilience and its variations have already done yeoman's duty in the long wake of the pandemic.
Yet, given what many expect will continue to be a whiplash stretch of turbulence ahead, resilience's overuse and ultimate risk of being hurled onto a growing heap of terms emptied of meaning is almost an inevitable fate.
Still, it's the simplest word – with its full stack of implications and impacts – that makes the most sense to fasten on as a signal amidst all the noise.
In mid-March, homebuilding business leaders and investment strategists converge on one critical question: What’s next? The next 8 to 12 weeks, commonly called the Spring Selling Season, dictate the year's trajectory for U.S. homebuilders. It’s when a large majority of annual new-home sales occur, making it the most closely watched segment of the housing cycle.
This year, Builder Advisor Group CEO Tony Avila hosted his annual Forum for Housing Executives in San Francisco. The event brought together an elite group of homebuilders (representing more than half of all new single-family home deliveries in the United States), developers, and capital market players to assess economic conditions, capital flow, and market opportunities for 2025.
The event featured speakers from AllianceBernstein, Rockefeller Wealth, Fifth Third Bank, Zonda, Builders FirstSource, and executive strategists from public and private homebuilding firms.
What emerged from the discussions? A market at a crossroads, caught between rising affordability pressures, shifting buyer trends, and a potential Federal Reserve pivot. Here are six must-know insights from the 2025 Forum for Housing Executives that homebuilders and investors need to digest now.